Hims Daily (Jun 20, 2025)
HIGHEST CLOSE IN OVER A MONTH 🚀
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Stock Price: $64.22
Today: +$3.15 (+5.16%)
YTD: +$40.04 (+165.59%)
Q2: +$34.67 (+117.33%)
🚨 New HIMS DATA TRACKER is live — and this one’s a beast. Today’s edition is the biggest report we’ve ever released. Upgrade to paid for access!
What’s Happening
Shares climbed +5% to $64.22, hitting a high of $64.60 just before the market closed. A clean, forceful move higher on 41M volume as markets chopped through the biggest “triple-witching day” on record
Today was the highest close in over a month — since May 15
Novo says patent lapse was strategic, not sloppy: After Quartz called it a $250M mistake, Novo responded that letting its Canadian semaglutide patent expire was intentional. Regardless, the patent ends in early 2026, fueling speculation around pricing power and potential HIMS expansion into Canada 👀
GLP-1 tailwinds strengthening: The American College of Cardiology now recommends GLP-1s as first-line obesity treatment. It’s a clear signal that weight-loss meds are overtaking diet + exercise as the default for heart disease prevention.
Shorts still vulnerable: With 30%+ of float short, the slow melt-up continues to fuel squeeze speculation. No panic yet from shorts…. but as we approach ATHs that may begin to change
Adam May joins the Hims House podcast on Monday to discuss why he’s (still) short HIMS 🍿
Gummies drawing major attention: All across fintwit, investors are framing the new product line as a billion-dollar category with high-margin upside.
Hers app usage surging: Android app opens on May 31 soared nearly 5x YoY — from 2.2K to 10.2K. The strength of the Hers brand has many investors now asking not if it will surpass Hims, but WHEN.
Catalysts
Lingo CGMs or other wearable partnerships?
More acquisitions still to come?
Move from the Russell 2000 to the Russell 1000 could drive institutional buying. Index reconstitution set for late June.
Pharma tariffs?
Partnership with Eli LillyAny incremental details on the Novo Nordisk roadmap
Upcoming OFA vs. FDA case on semaglutide
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